36 Loading Costs
From TrueERP wiki
Loading Costs
Do you know how to auto load expenses for a job onto an invoice?
When a job is created Enter a sales order then create a smart order for any products required for the job - By default the job name drops into the orders. Create a purchase order then copy to an Invoice To view in the Profitability report the invoice & costs together to then calculate the profit you must apply all the costs first:
- you can apply the costs at the time of creating the invoice - or open the existing invoice and apply the costs
To apply costs click on the Costs tab found in the middle of the invoice A Customer Costs screen will appear Select the costs to be applied and click save These costs will then populate into the Invoice
Then when you access the report you will be able to view the overall profit for the job.
